Our Team
How We Work
We work as an advisory team and frequently collaborate in developing financial plans and investment strategies for our clients.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Mike Stern
Financial Advisor
Mike has been guiding clients through the financial planning process for over 30 years. His areas of expertise include intergenerational planning, retirement income planning, educational funding planning and income tax planning.
Prior to his affiliation with LPL Financial in 2012, he spent 20 years in ownership and management roles of an independent broker/dealer firm. Mike holds FINRA Series 24, 7, 65 and 63 licenses.
Mike is a Twin Cities native and is married with three adult children and two granddaughters. He enjoys most sports, traveling and reading.
Contact Mike at his direct line: (651) 435-4303
Trevor Skaar
Financial Advisor
Trevor has been working in the financial industry since 2002.
Prior to Lagom Ridge Advisors, Trevor worked for an independent broker dealer, as a licensed administrative assistant. He holds FINRA Series 7, 63 and 65 licenses.
Trevor studied political science and history at the University of Iowa and Metro State University.
Trevor currently resides in the Twin Cities with his wife, three daughters, and their bulldog.
Contact Trevor at his direct line: (651) 435-4304
Rebecca Horgan
LPL Registered Administrative Associate
Rebecca started her career in the financial industry more than 25 years ago.
She has a vast knowledge in everything operations, bringing experience in client service, accounting, compliance and technology. She is also an LPL Registered Administrative Associate and holds FINRA Series 6 and 63 licenses.
Prior to Lagom Ridge Advisors, she worked for an independent broker dealer. For over 10 years Rebecca has been a board member for a local community bank.
Rebecca currently resides in the Twin Cities with her husband and two daughters.
Contact Rebecca at her direct line: (651) 435-4301
LPL CFO Solutions
Bobby Koch
CFO Consultant
Bobby supports the team by providing actionable financial insights and analysis to drive more efficiency for the practice and higher quality outcomes for clients. Bobby’s financial services career includes experience in municipal investment banking, where he was responsible for debt structuring and affordability analysis for municipal entities looking to raise capital through bond offerings, with additional tenure in financial planning and analysis for a public healthcare corporation. Bobby received a Bachelor’s Degree in Finance from the University of Kentucky, and also received an MBA from Bellarmine University in Louisville, KY.
Bobby Koch is an LPL employee and is part of the CFO solutions program that supports multiple advisor’s businesses.